Fastly (FSLY) vs Tenable (TENB)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Fastly (FSLY) has outperformed Tenable (TENB) over the past year, gaining 207.2% versus a gain of 33.4%. Over five years, TENB leads with a -23.4% price change compared with -43.7% for FSLY. Tenable is the larger company by market cap ($4.36 billion vs $4.11 billion), about 1.1 times the size, while Fastly is growing revenue faster (+14.8% vs +11.0%).
On valuation, Tenable trades at a lower forward P/E (18.2x vs 40.9x for Fastly). Tenable converts more of its revenue into profit, with a net margin of -3.6% versus -19.5%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | FSLY | TENB |
|---|---|---|
| Share price | $25.81 | $39.60 |
| Market cap | $4.11B | $4.36B |
| 1-day change | +2.10% | +1.68% |
| YTD return | +148.33% | +65.49% |
| 1-year return | +207.17% | +33.40% |
| 5-year return | -43.68% | -23.42% |
| P/E ratio (TTM) | — | 659.92 |
| Forward P/E | 40.94 | 18.15 |
| EPS (TTM) | $-0.53 | $0.06 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $624.02M | $999.40M |
| Revenue growth (YoY) | +14.78% | +11.04% |
| Net income (latest FY) | $-121.68M | $-36.12M |
| Gross margin | 57.08% | 78.09% |
| Operating margin | -19.07% | -0.92% |
| Net margin | -19.50% | -3.61% |
| 52-week high | $34.82 | $43.67 |
| 52-week low | $7.74 | $15.73 |
| Distance from 52-week high | -25.88% | -9.33% |
| Analyst consensus | buy | hold |
| Avg. price target upside | +8.10% | -10.72% |
| Average volume | 6.35M | 4.04M |
| Shares outstanding | 159.30M | 110.14M |
| Employees | 1,140 | 1,995 |
| Sector | Technology | Technology |
| Industry | Computer Software: Prepackaged Software | Computer Software: Prepackaged Software |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- FSLY has outperformed TENB by 173.8 percentage points over the past year.
- Tenable is more profitable, keeping -3.6 cents of every revenue dollar as net income versus -19.5 cents for Fastly.
About Fastly
FSLY stock →Fastly, Inc. operates an edge cloud platform for processing, serving, and securing its customer's applications in the United States, the Asia Pacific, Europe, and internationally.
Technology · Computer Software: Prepackaged Software · 1,140 employees
About Tenable
TENB stock →Tenable Holdings, Inc. provides cyber exposure management solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.
Technology · Computer Software: Prepackaged Software · 1,995 employees
FSLY vs TENB FAQ
Which is bigger, Fastly or Tenable?
Tenable (TENB) is larger, with a market capitalization of $4.36B compared with $4.11B for Fastly (FSLY).
Which stock has performed better over the past year, FSLY or TENB?
FSLY returned +207.17% over the past 12 months, compared with +33.40% for TENB (price return, excluding dividends). Past performance does not predict future results.
Are Fastly and Tenable in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.